February 2020

I’ve started working with my clients to help them develop 10-year personal finance plans for the new decade and have quickly found how few people really, seriously look that far ahead. And while 10 years isn’t a lifetime, it’s a good place to start ...

We live in an era of convenience, and that goes for meetings as well as everything else. There’s simply no excuse to insist that everyone gather in person for a meeting, nor is there reason to be frustrated with the chaos of a conference call when too many people are on the line, like the […]

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the […]

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still ...

AICPA News is a roundup of recent announcements from the American Institute of Certified Public Accountants.

Do you know how often you need to deposit federal income, Social Security, and Medicare taxes? You can’t deposit the taxes whenever you feel like. Your deposit frequency is based on a lookback period. So, what is a lookback period?

In the accounting profession’s annual tax marathon, you don’t want your people to hit the wall. Burned out workers will be less focused, more irritable, less healthy, more likely to exhibit negative attitudes and more prone to mistakes.

Most impressive at CES this year were hardware solutions to real world problems. We’ll discuss each of them, but I was particularly impressed by new generation laptops, monitors (including a second portable monitor), scanners, keyboards and mice.

The new expanded suite goes beyond payroll, delivering real value-add for you and your practice, saving you and your clients valuable time. Already packed with the standout features in QuickBooks Online Payroll Core and Premium, QuickBooks Online ...

Our mindset shapes whether we can learn and change and grow. The good news is that anyone can adopt a growth mindset, think differently and become more open to innovation and growth.

Read more, exercise, take up a new hobby — you've got New Year's resolutions for yourself, but what about for your accounting firm? With 2020 fast approaching and a new decade on the horizon, now's the perfect time to position your firm for success in ...

In 2020, no matter what generation you hail from, you are no doubt familiar with asking questions of a digital assistant. What is today’s weather? When is that movie starting? Play my favorite song.

Attempting to refine and contain current nebulous rules for independent contractors, California’s new AB5 requires a new test be used to determine whether workers in California fall under employee or independent contractor status.

In the public accounting field, talent shortages over the past few years have led companies to offer higher pay and additional perks, all of which serve to attract top talent, but don’t always help retain them.

The new decade got off to an exciting start with our attendance at the International Consumer Electronics Show (CES) held in Las Vegas January 6-9, 2020. CES is the largest trade show in the world with an excess of 4,500 consumer product/service ...